Client Financial Advisor - Toa Payoh
Just Recruit Singapore Pte Ltd Toa Payoh Full-time
Our client, a reputable bank in the Central Region, is seeking a Client Financial Advisor to provide personalised financial planning services that help clients achieve their financial goals. This full-time role offers a chance to build meaningful client relationships and deliver tailored financial solutions.
What You’ll Do:
- Conduct comprehensive financial assessments to understand client needs and goals
- Develop customised financial plans covering investments, insurance, and wealth management
- Present and guide clients through financial recommendations and implementation
- Maintain strong client relationships and proactively address evolving needs
- Stay updated on industry trends and regulations to provide effective advice
- Collaborate with internal teams to ensure a seamless client experience
- Contribute to the growth and success of the financial planning business
Who We’re Looking For:
- No experience required—fresh graduates are welcome!
- Strong problem-solving and analytical skills
- Self-motivated and able to work independently and in teams
- Committed to excellent client service and compliance
- Financial certifications (CMFAS) are advantageous
What’s Offered:
- Competitive salary with performance-based incentives
- Comprehensive training and career development
- Supportive and collaborative work environment
- Flexible work arrangements promoting work-life balance
- Excellent employee benefits including medical coverage and retirement plans
- Salary: $3,200–$4,000 basic (based on experience) + $300 fixed allowance + monthly commissions + quarterly bonuses!
Fely Seah Yan Hui (R2198783)
Recruitment Consultant
Just Recruit Singapore Pte Ltd (EA12C6295)
Downtown Core, 5 km from Toa Payoh
Qualification: Diploma holders, Fresh Graduates, or Mid-Career Switchers
Remuneration: Basic allowance + Commission
Company Overview
Professional Investment Advisory Services Pte Ltd (PIAS), established in 2001, is one of Singapore’s leading financial advisory...
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Our client, a reputable bank in the Central Region, is seeking a Client Financial Advisor to provide personalised financial planning services that help clients achieve their financial goals. This full-time role offers a chance to build meaningful...